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Dealing with the impact on the business paper

Published on 20 Jul 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is a business buy-sell agreement?
  • what do the various buy-sell models look like?
  • what if I can’t get the insurance that I want?
  • contractual and drafting considerations
  • CGT on life insurance proceeds.

Author profile

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging. - Current at 26 September 2017
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This was presented at Death...and Taxes .

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